What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Sunday 9am - 5pm

JM Finn

Personalised investment and wealth planning services for private and professional investors.

18/03/2026

It was great to see so many people at our Investor Conference at The Kia Oval. The event provided an opportunity to come together and hear from a range of speakers on the key themes shaping markets and portfolios.

04/03/2026

As part of our ongoing Wealth in Women’s Hands event series, we hosted a lunch in partnership with the Bristol Law Society - bringing women together to discuss findings from JM Finn’s Wealth in Women's Hands report. It highlights the growing share of female-owned wealth and considers the ways in which women can bridge the gender gap in financial planning and investing.

27/02/2026

A lovely evening with Kate Rowe‑Ham, filled with thoughtful insight and honest conversation.

Drawing on research and real‑world experience, Kate spoke about strength, confidence and longevity in midlife, sharing practical ideas that felt grounded and genuinely useful.

We also tried a simple longevity test the one‑legged stand which prompted some interesting discussion.

26/02/2026

Following our 2025 Total Wealth Planning win for the quality of our wealth planning service, we’re very proud to be shortlisted once again at the ‘industry gold standard’ PAM Insight Ltd (Private Asset Managers’) Awards 2026! The winners will be announced at the PAM Awards ceremony on 12th March.
https://www.pamonline.com/awards/methodology

10/02/2026

We enjoyed hosting the Financial Services Forum event, Optimising for AI-driven Search. Oliver Padgett-Blackburn, Sal Mohammed and Simran Aniekar led a lively discussion on the ways in which AI is changing consumer search journeys – and how the finance industry can adapt.

09/02/2026

Webinar video: cutting through the noise

Watch JM Finn’s Head of Investment Office Jon Cunliffe explain how he cuts through daily geopolitical information overload to focus on the seven real drivers of financial markets.

https://ow.ly/ebUG50YacfA

05/02/2026

Our Cheltenham office is now OPEN

Based in the heart of town, we’re ready to welcome clients and business partners. Have you been to see us yet?

Get in touch to see how JM Finn’s newest office could help you manage your wealth:

https://ow.ly/nOKq50Y8bcW

04/02/2026

Up to 70% of UK homes could be underinsured. This piece explains why accurate valuations are essential – and often overlooked.

https://ow.ly/4OMn50XRRLK

19/12/2025

It’s been a fantastic year! Here’s a snapshot of just some of JM Finn’s event highlights from 2025.

We look forward to hosting many more clients and guests at our action packed calendar of events in the new year.

05/11/2025

Today is the 90th anniversary of the board game Monopoly allowing Cunliffe a bit of creativity to look at the lessons we can learn from the game:
⭐ Cash flow
⭐ Strategy
⭐ Deal-making
⭐ Development
⭐ Risk Management
⭐ Diversification

Read the full article in today’s Daily Mail and online.

https://ow.ly/afVn50XmWZ6

🧠 Time to rethink what’s behind the board.

10/12/2024

Despite inflation nearing targets, the cost-of-living crisis persists, with prices still high. While Black Friday online sales rose, early signs are that in-store shopping sales are lacklustre.

Can retailers tempt shoppers back to the high street in time for Christmas?

https://ow.ly/afVB50Umipc

Address

London
EC2R7AH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Sunday	9am - 5pm

Website

https://www.jmfinn.com/contact

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